This AI-powered document intelligence and workflow automation platform for wealth management automates labor-intensive tasks such as extracting holdings from brokerage statements, converting prospects, onboarding new clients, and transitioning acquired assets and data onto your platform, delivering faster proposals and smoother transitions with up to threefold speed improvements. Key features include automatic classification and renaming of client intake files, building and maintaining data ingestion pipelines, automating AML/KYC data collection and validation, compiling account opening data into a CRM, extracting estate planning and insurance data from documents, and generating insights from client agreements and fee schedules, solving backlog and onboarding bottlenecks, expanding client coverage, and enabling enterprise-grade security with SOC II Type I and II for wealth management firms, advisory platforms, and asset managers.